Merge Account

If an employee has duplicate accounts, you can merge the duplicate users from Employee Search.

You must have the Can Search Employees permission enabled for your role. See Roles & permissions.

Warning: You cannot reverse account merging from the CSRconnect Admin Portal.

Merge user accounts

1. Go to CSRconnect Admin Portal, Users, Employee Search.

2. Select Search Employees.

3. Enter the employee’s first name, last name, or email address to search.

4. Select the + icon to choose the desired employee.

5. Select Merge Account.

6. Enter the employee’s first name, last name, ID, or email address to search for the duplicate account.

7. Select the desired account, then select Continue.

8. Review the selected users and make sure you have chosen the correct accounts.

9. Enter “CONFIRM” and select Merge Accounts to proceed.